This Spring Festival, Tencent is betting the next step in consumer AI is social, testing whether people use AI more when it sits inside group spaces and shared activities
Smart observation on the seperation strategy. Keeping PAI in Yuanbao rather than forcing it into WeChat chats shows Tencent learned from others' mistakes. Social spaces are delicate, and treating them as a lab for AI could backfire fast. The real test is wether retention sticks after red packets dry up, dunno if people will keep using it without incentives.
Totally agree. The separation is the tell here: WeChat groups are “infrastructure,” so Tencent is running the group-AI experiment in Yuanbao where the downside is contained.
And yes, retention is the real KPI. Red packets can manufacture trials, but the product only sticks if the AI earns a role inside group routines without becoming noise. We'll definitely be watching this story in the coming weeks.
Smart observation on the seperation strategy. Keeping PAI in Yuanbao rather than forcing it into WeChat chats shows Tencent learned from others' mistakes. Social spaces are delicate, and treating them as a lab for AI could backfire fast. The real test is wether retention sticks after red packets dry up, dunno if people will keep using it without incentives.
Totally agree. The separation is the tell here: WeChat groups are “infrastructure,” so Tencent is running the group-AI experiment in Yuanbao where the downside is contained.
And yes, retention is the real KPI. Red packets can manufacture trials, but the product only sticks if the AI earns a role inside group routines without becoming noise. We'll definitely be watching this story in the coming weeks.
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